Comprehensive Money Management Services LLC Wisdomtree Floating Rate Treas Transaction History
Comprehensive Money Management Services LLC
- $133 Million
- Q3 2025
A detailed history of Comprehensive Money Management Services LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Comprehensive Money Management Services LLC holds 47,230 shares of USFR stock, worth $2.38 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
47,230
Previous 43,624
8.27%
Holding current value
$2.38 Million
Previous $2.19 Billion
99.89%
% of portfolio
1.79%
Previous 1.67%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
610Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio